See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,237 | $124,281+41.0% | $109,143+60.6% | $167,490+4.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.61% | 26.04%-8.4pp | 25.75%-8.1pp | 478.56%-460.9pp |
| Employer contribution / active EE | $1,138 | $4,207-73.0% | $3,722-69.4% | $4,837-76.5% |
| Participant deferral / active EE | $5,301 | $5,255+0.9% | $4,653+13.9% | $6,341-16.4% |
| Admin fee / account holder | $1,892 | $7,970-76.3% | $6,752-72.0% | $12,309-84.6% |